Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIREX (CAPITAL INCOME BUILDER CLASS R-4) | 5.54% | 15.64% | 14.49% | 7.94% | 7.72% | 7.37% | 6.54% | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIREX (CAPITAL INCOME BUILDER CLASS R-4) | 06/10/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.25 | 15.64 | 14.49 | 7.94 | 7.72 | 7.37 | 6.54 | … | … | 5.54 | 20.35 | 10.21 | 8.93 | -7.19 | 14.99 | 3.19 | 17.34 | -7.09 | 14.16 | 6.88 | -2.97 | 6.56 | 14.85 | 11.80 | 2.83 | 8.61 | 20.60 | -30.06 | 10.65 | 21.96 | 3.94 | 16.88 | 21.89 | -9.06 |
| Sharpe Ratio | NA | 1.97 | 1.33 | 0.59 | 0.58 | NA | NA | … | … | 1.59 | 1.74 | 0.84 | 0.63 | -0.63 | 1.77 | 0.14 | 2.49 | -0.96 | 3.13 | 0.63 | -0.27 | 0.84 | 1.87 | 1.54 | 0.20 | 0.72 | 1.39 | -1.23 | 0.65 | 2.82 | 0.31 | 2.51 | 3.44 | -1.52 |
| Standard Deviation(%) | NA | 7.97 | 8.98 | 10.01 | 10.93 | NA | NA | … | … | 9.56 | 10.07 | 7.80 | 8.50 | 13.80 | 8.47 | 21.47 | 6.37 | 8.88 | 4.33 | 10.65 | 10.90 | 7.74 | 7.92 | 7.69 | 14.06 | 11.86 | 14.74 | 25.21 | 11.50 | 6.61 | 5.47 | 6.34 | 6.16 | 10.91 |
| Draw Down(%) | NA | 7.05 | 8.89 | 17.67 | 25.28 | NA | NA | … | … | 7.05 | 8.89 | 4.29 | 8.53 | 17.67 | 3.72 | 25.28 | 3.62 | 13.26 | 1.53 | 6.23 | 10.95 | 5.74 | 7.34 | 5.35 | 11.33 | 10.25 | 17.07 | 39.35 | 7.72 | 6.34 | 3.98 | 5.62 | 7.14 | 14.72 |
| Yield(%) | 0.00 | 7.24 | 6.14 | 4.63 | 4.72 | 4.98 | 4.79 | … | … | 0.00 | 8.57 | 5.98 | 3.63 | 3.05 | 3.50 | 3.34 | 4.73 | 3.34 | 5.01 | 3.64 | 3.34 | 4.75 | 3.64 | 4.42 | 4.11 | 4.10 | 4.61 | 4.05 | 8.00 | 6.24 | 4.33 | 5.21 | 5.42 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIREX (CAPITAL INCOME BUILDER CLASS R-4) |
-7.03%
Feb 2006 – Feb 2009 |
-0.35%
May 2007 – May 2012 |
3.70%
Oct 2007 – Oct 2017 |
3.32%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIREX (CAPITAL INCOME BUILDER CLASS R-4) |
16.90%
Feb 2009 – Feb 2012 |
16.04%
Oct 2002 – Oct 2007 |
9.35%
Feb 2009 – Feb 2019 |
8.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart